Getting Started: Workflows Main Screen

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Workflows are step-by-step guides to help the technician gather the proper information for each type of job they will encounter onsite. 

The Workflows main screen allows you to easily search, create, edit, duplicate, and delete workflows. You will find this area under the Administration tab. 

Search for a workflow

A search box is in the top left-hand corner of the Workflows tab. 

Begin typing in the name of the workflow and the list of workflows will begin to filter. 

If your workflow is not appearing in the filtered list try a different keyword. 

Create a new workflow 

You may create a new workflow from scratch by selecting the + Add Workflow button in the top right-hand corner. 

Review these articles to learn more:

• Getting Started: How to build a Workflow
• Getting Started: Building a workflow step from scratch
• Getting Started: How to build a workflow step using templates
• How to build conditional workflows

Edit a workflow

To the right of the workflow you are editing, under Actions, there is an edit icon.

Select the icon.

You will be taken into the workflow where you can edit. Select Save when done and your changes will be live. 

Duplicate a workflow

Duplicating a workflow allows you to easily create a similar workflow from an existing one without having to recreate it from scratch. 

To the right of the existing workflows, under Actions, there is a duplicate icon. 

Select the icon.

A message will appear letting you know no group will be assigned to this workflow. You can assign the duplicated workflow to a group while editing. Select Duplicate.

You will be taken into the duplicated workflow. 

From there you can edit the name, add groups, and edit/add workflow steps. Select Save when done.

Delete a workflow

To the right of the workflow you are deleting, under Actions, there is a delete icon.

Select the icon. 

A message will pop up informing you that once deleted you can not bring the workflow back unless you recreate it. 

Note:  If anyone is currently using the workflow when it is deleted they will be able to finish filling out the workflow but cannot add it to any jobs in the future. 

Navigate Pages

Once you have more than 10 workflows they will move to the next page. To move from page to page use the arrows in the bottom or top right-hand corner.

The workflows will be ordered in alphabetical order.